Financial Report gives you direct information of your company. Since each company has their own characteristic and main business, a customized financial report will save a lot of time and is more efficient. Consider this need, SAP Business One allow you make your own report. Where is the setting Click Financials > Financial Report Template, […]

The form of address can be really different from country to country. As a global software company, SAP Business One offer the choice of adjusting the address format based on your need. Where is the setting Click Administration > Setup > Business Partners > address Formats, then you can see a window pop up like […]

SAP Business One not only are able to create opportunities for leads and customers, but also can create opportunities for venders. Click Opportunities > Opportunity. Choose Purchasing on Opportunity Type, then you are able to choose the required vendor and create the opportunity and all the reports will be enhanced to consider these opportunities.

Does giving authorizations one by one annoy you? Have you ever thought about any easier way to finish this process? SAP Business One have Authorization Groups, which allow you to add or change the authorization by group and assign a predefined authorization set to each user based on her/his role. How to build a group Click […]

SAP Business One includes purchase order requisition functionality. Purchase Request Scenario. Sales team needs 2 tablets. Management approval is required. Purchase request is saved as a draft. Once approved, the draft is converted to purchase request. The buyer runs purchase request report. Since item is not in stock, the buyer creates a purchase order. This functionality allows […]

From SAP Business One 9.1, you are able to add attachments to SAP Business One documents. The attachments management functionality also supports activities like updating attachment folder path in SAP Business One documents, setting default attachment folder per user and uploading attachments to subfolders. Add or Update the Attachments to SAP Business One Documents If […]

SAP Business One Drag & Relate is a particularly effective means of linking two business objects to create a query. If you need assistance, feel free to contact us.

Even interested in finding information regarding the pricing and discount rules? The Price Report in SAP B1 can help you with it. To find Price Report, just go to the price field, right click and choose Price Report like below. Here you may find the source of price and many other details you may need. Price […]

Just as we can customize the Dashboard, we can also customize the User Interface (UI) in SAP Business One. UI changes can be made by editing the form in the UI template. Some changes can now be made in the form settings window. Customize the User Interface with Edit form UI Open the form you want […]

We talked about the important of KPI and how to use them in July 05th blog. The main part of KPI is Dashboards, which give you a directly information on how efficient the company works and the direction of improvement. When we design the cockpit and decide which KPI to use, some times we are […]